Platinum Conservative

We offer our top-tier equity strategies for a conservative investor with a low-risk appetite, aiming to generate slightly higher returns while maintaining risk tolerance.
Risk Level: Moderately Low
Min Investment: ₹25 Lakhs
30 Days Return
30 Days Return:


90 Days Return
90 Days Return:


365 Day Return
365 Day Return:


Since Inception
Since Inception:


Strategy Specifications

Inception Date Jan. 1, 2016
Min Investment ₹25 Lakhs
Strategy Type Diversified Portfolio
Asset Classes Equity ETFs
Universes Large Caps Money Market Multi Caps Small Caps Sovereign debt
Investment Styles Multi-Asset Multi-Strategy
Instruments Equity Debt
Rebalancing Frequency Monthly
Volatility Moderately Low

Strategy Description

With only 20% allocation to equity strategies, the goal of this portfolio is to outperform other investment options avaiaible to an investor with a low risk appetite.

Asset Allocation





Strategy Selection

Category Weight
Debt Allocation 80.00%
Fera Momentum 12.00%
Cruise Momentum 8.00%
Platinum Conservative Generic Conservative Benchmark
30-day returns 2.22% 0.13%
90-day returns 3.41% 0.13%
YTD returns 13.50% 0.13%
1-year returns 16.52% 0.13%
3-year returns 53.81% 0.13%
Returns since inception 111.51% 0.13%
Annualised returns 2.77% 63.37%
Best year returns 16.89% 0.13%
Worst year returns -3.92% 0.13%
Sharpe ratio 0.63 -
Max drawdown percent -4.51% -0.13%


Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.